National Investment Services (NIS) manages fixed income and equity strategies designed with the objective to provide consistent performance and downside protection.
NIS has served this mission for more than 25 years by partnering with clients and consultants on their unique objectives using an agile investment process. We put client needs first through employee ownership and a collaborative, team-oriented culture. NIS regained independence as a privately held, employee-owned firm in 2014 after a brief period as part of a publicly traded company. Since reinvesting in our business, we’ve consistently reached new service and asset growth milestones. NIS now serves clients from offices in Milwaukee, Chicago and Sarasota.
ASSET GROWTH
NIS has $8.3 Billion in
Assets Under Management.
As of 6/30/2019
As of 6/30/2019$8.3
Billion
ASSETS BY STRATEGY
AS OF 6/30/19
ASSET BY FIXED INCOME STRATEGY
AS OF 6/30/19
CLIENTS
NIS serves more than
300 clients nationwide.
Taft-Hartley
Corporate
Endowments & Foundations
Healthcare
Public Funds
Religious
300+
Clients
HISTORY
25 Years of Service,
43 Years of History.
Founded in 1993 with a collaborative service vision, NIS grew out of National Investment Services of America—a firm established in 1975.
25+
Years of Service
ARCHIVED FIRM UPDATES
ARCHIVED FIRM UPDATES
Jason Berrie Speaking at IMI Hospital & Healthcare Forum 4/30
On Monday, April 30, Jason C. Berrie, will be speaking at the Investment Management Institute’s Hospital & Healthcare Services Forum in Chicago, Illinois on the topic of adding value in the new bond market. Jason will participate in a panel discussion alongside fellow fixed income experts to share insights on fixed income issues, concerns, and primary interests […]
ARCHIVED FIRM UPDATES
Bart McCartin Chairman at Boys & Girls Clubs of Chicago
Our Bartlett J. McCartin III is Chairman of the Boys and Girls Clubs of Chicago. Their mission is to enable 18,000 members to reach their full potential as productive, caring responsible citizens. Bart chaired the annual fundraiser March 7th, 2018 at Navy Pier, hosting over 1,000 guests. Over $1.5 Million dollars was raised on behalf […]
ARCHIVED FIRM UPDATES
Mark Anderson Speaking at FPPTA Conference 1/30
On Tuesday, January 30, Mark Anderson, will be speaking at the Florida Public Pension Trustees Association (FPPTA) Trustee School in Orlando, Florida on the topic of active vs. passive investing. This presentation will provide broad definitions and examples, as well as, discuss the differences and similarities between active & passive investing. The discussion will explore the benefits […]
ARCHIVED FIRM UPDATES
Ray Caprio Speaking at NAPO Annual Conference 2/27
On Monday, February 27, Ray Caprio, will be speaking at the National Association of Police Organizations (NAPO) in Orlando, Florida. He will be discussing active vs. passive investing on a panel moderated by Richard A. White, former safety trustee, Orange County Employees Retirement System. This panel discussion will discuss the differences and similarities between active, passive and […]
ARCHIVED FIRM UPDATES
Mark Anderson Speaking at FPPTA Conference 1/30/17
On Monday, January 30, Mark Anderson, will be speaking at the Florida Public Pension Trustees Association (FPPTA) Trustee School in Orlando, Florida. He will be participating on the fixed income panel for the continuing education track. This panel will present a broad view of fixed income results in 2016 and general thoughts on the fixed income market environment […]
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Mark Anderson Speaking at IPPFA MidAmerican Conference 10/7/16
On Thursday, October 7, Mark Anderson, will be speaking at the Illinois Public Pension Fund Association (IPPFA) annual conference in Lake Geneva, Wisconsin. He will be participating on a panel discussing “Behavioral Finance: Training the Investor Brain”. The panel will discuss the various common biases that hurt investors, share tools and tactics to make better judgements and […]
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Mark Anderson Speaking at IPPFA Illinois Pension Conference 5/5
On Wednesday, May 5th, Mark Anderson, will be speaking at the Illinois Public Pension conference on the topic “Economic Signposts and Your Portfolio”. The presentation will look at the global forces of China and the Emerging Markets on the Developed Markets and will update the current status of key economic indicators within the various sectors such […]
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2016 NIS Update Letter
As you may know, National Investment Services has enjoyed an extended period of notable product performance. In order to recognize outstanding contributions, and to demonstrate our commitment to development within the firm, we are pleased to announce several promotions: Jason Berrie, CFA to Co-Chief Investment Officer Jason has over 22 years in fixed income and […]
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Mark Anderson Speaking at IFEBP Annual Conference 11/9
On Tuesday, November 9, Mark Anderson will speak at the 61st Annual Employee Benefits Conference hosted by the International Foundation of Employee Benefit Plans. He will discuss Advanced Strategies in Today’s Fixed Income Environment. He will provide a 2016 bond market outlook and examine current market trends including high yield and emerging markets. For more information please […]
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NIS Return to Employee Ownership Completed
On June 30th National Investment Services (NIS) concluded the final step that returned our company to its prior status as a privately held, employee-owned firm. This was done by formally removing NIS from the Titanium corporate structure.